FIXD vs. TLT
Compare and contrast key facts about First Trust TCW Opportunistic Fixed Income ETF (FIXD) and iShares 20+ Year Treasury Bond ETF (TLT).
FIXD and TLT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FIXD is an actively managed fund by First Trust. It was launched on Feb 14, 2017. TLT is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. 20+ Year Treasury Bond Index. It was launched on Jul 26, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIXD or TLT.
Correlation
The correlation between FIXD and TLT is -0.40. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
FIXD vs. TLT - Performance Comparison
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Key characteristics
FIXD:
6.87%
TLT:
14.43%
FIXD:
-0.64%
TLT:
-48.35%
FIXD:
-0.55%
TLT:
-42.09%
Returns By Period
FIXD
N/A
N/A
N/A
N/A
N/A
N/A
TLT
1.08%
0.55%
-3.86%
0.64%
-9.55%
-0.57%
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FIXD vs. TLT - Expense Ratio Comparison
FIXD has a 0.56% expense ratio, which is higher than TLT's 0.15% expense ratio.
Risk-Adjusted Performance
FIXD vs. TLT — Risk-Adjusted Performance Rank
FIXD
TLT
FIXD vs. TLT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust TCW Opportunistic Fixed Income ETF (FIXD) and iShares 20+ Year Treasury Bond ETF (TLT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
FIXD vs. TLT - Dividend Comparison
FIXD's dividend yield for the trailing twelve months is around 4.50%, more than TLT's 4.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIXD First Trust TCW Opportunistic Fixed Income ETF | 4.50% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TLT iShares 20+ Year Treasury Bond ETF | 4.35% | 4.30% | 3.38% | 2.67% | 1.50% | 1.50% | 2.27% | 2.63% | 2.43% | 2.60% | 2.61% | 2.67% |
Drawdowns
FIXD vs. TLT - Drawdown Comparison
The maximum FIXD drawdown since its inception was -0.64%, smaller than the maximum TLT drawdown of -48.35%. Use the drawdown chart below to compare losses from any high point for FIXD and TLT. For additional features, visit the drawdowns tool.
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Volatility
FIXD vs. TLT - Volatility Comparison
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